Discover the power of direct indexing

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Direct indexing is not just a buzzword; it’s a game-changer in the world of wealth management, and we want to ensure you’re at the forefront. Whether you’re a seasoned investing professional or just beginning your journey, we offer a wealth of knowledge to confidently navigate the direct indexing landscape.

Direct Indexing short video series

Explore the power of Direct Indexing through our comprehensive video series. From the basics to advanced strategies, these videos are designed to help you understand how to harness the full potential of Direct Indexing to achieve your investment goals.

Introduction to Direct Indexing

Strategic Applications of Direct Indexing

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Frequently Asked Questions for Direct Indexing

By owning individual stocks directly, investors can tailor their portfolio by excluding exposure to specific stocks, industries or sectors. Whether it’s reducing exposure due to industry ties or omitting company-issued stock, direct indexing puts you in control. Additionally, leverage preset screens or themes from your provider to streamline your investment approach.

By strategically buying and selling individual securities, investors can potentially optimize their tax situation. This means selling underperforming stocks to harvest losses and purchasing new ones with comparable traits Over time, this strategy accumulates “tax assets” for potential future use.

Direct indexing is an investment strategy that mirrors the market performance of a chosen index by holding a representative selection of its securities. Implemented through Separately Managed Accounts (SMAs), it empowers investors to directly own the underlying securities. Direct Indexing breaks away from the one-size fits-all approach of mutual funds and ETFs. Instead of buying a pre-packaged mix of stocks, you can restrict securities or industries you don’t want to own or select from a list of pre-defined exclusions and themes. This means your investments can align with your goals, values and unique circumstances.

Direct indexing caters to various investor needs, including:

  • Managing concentrated stock positions
  • Preparing for financial windfalls
  • Addressing mutual fund tax challenges
  • Customizing investment preferences
  • Year-round tax loss harvesting

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First used: July 2024. Updated May 2025. RIM-03315